report by BlackRock
Results for ""
Portfolio Construction Insights
4 Reasons to Get Excited About HVAC
This piece is approved to use with clients.
Looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are enough tailwinds to suggest solid growth.
Portfolio Construction Insights
Alaina Anderson Looking for Leaders
This piece is approved to use with clients.
Listen to International Leaders Portfolio Manager, Alain Anderson discuss how to define and identify leaders, what it means for investors and how they benefit.
Sustainable Investing
Rising to Meet the Climate Challenge
This piece is approved to use with clients.
Our society is in a race against time to decarbonize. As such, we spend a great deal of time studying how public policy intersects with the actions of the corporate sector to drive the necessary evolution of the global economy.
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
This piece is approved to use with clients.
This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
This piece is approved to use with clients.
Over the coming decade or two, bonds are unlikely to fulfill their dual role of income and capital preservation. Bond investors will be forced to choose between income or capital preservation, and there is a good chance they could end up with neither.
Fixed Income Insights
The Dangers in High Yield Bonds & CLOs
This piece is approved to use with clients.
Worth the Risk? Investors in this space have always emphasized higher levels of income or growth rather than capital preservation. While these investments are often termed “speculative,” are investors truly aware of the amount of risk in these asset classes?
Fixed Income Insights
Chasing Yield
This piece is approved to use with clients.
The Dangers and Pitfalls of Fixed Income in a Low-Yield World
Portfolio Construction Insights
Thinking Outside the Mailbox
This piece is approved to use with clients.
Redefining Income in a Low Yield World: Historically, investors in or near retirement have relied primarily on bonds for “mailbox money” necessary to fund their golden years. Going forward, investors and advisors will need to redefine their concept of “income” and reconsider how they fill their “mailbox”.